Best Proadvisor Podcasts (2025)

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Intuit (dis)Connect 57:39

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2h ago57:39

57:39

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Account…

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Episode 146 - Innovation, Influence, and the "Let Them" Mindset: Navigating Change in Accounting and Beyond - The Woodard Report Podcast 41:15

2d ago41:15

41:15

On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence? Current events — Tax firm Andersen to file publicly for IPO a…

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Those Sneaky AI Agents 1:10:08

8d ago1:10:08

1:10:08

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing…

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Episode 145 - Hooking Big Fish: Strategic Growth that Lasts - The Woodard Report Podcast 30:43

8d ago30:43

30:43

On this episode of the Woodard Report podcast, Joe speaks with Gail Crosley about how accounting firms can achieve sustainable, profitable growth through strategy rather than chance. Gail breaks down the difference between opportunistic and strategic growth, using her "fishing" analogy to show how narrowing focus, identifying ideal client profiles,…

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Now You Know: October 2025 QuickBooks Updates 28:40

15d ago28:40

28:40

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk uplo…

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Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast 31:33

15d ago31:33

31:33

On this episode of the Woodard Report podcast, Heather speaks with Kristen Keats about how to bring joy back into accounting. Kristen is a CPA and industry leader, with over twenty years experience serving small businesses and self-employed clients. With Heather, she shares her mission to create more meaningful, balanced, and fulfilling work for ac…

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Big News: Book Release and Time Sensitive Bonus Episode for People Going to Women Who Count and Intuit Connect 2:39

17d ago2:39

2:39

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebrati…

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Securing Your Security 46:53

22d ago46:53

46:53

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and we…

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Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report Podcast 32:59

22d ago32:59

32:59

On this episode of the Woodard Report podcast, Joe speaks with Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They a…

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Time-Saving Tech Solutions for Accountants [10.14.25] 1:01:54

23d ago1:01:54

1:01:54

Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and…

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How Do You Know All This? 35:43

29d ago35:43

35:43

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wo…

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Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report Podcast 36:54

30d ago36:54

36:54

On this episode of the Woodard Report podcast, Heather speaks with Madeline Reeves about the evolution of advisory services in accounting and how firms can confidently transition from transactional work to advisory relationships. Madeline shares insights from her Advisory Amplified Roadshow, a national event series designed to give accounting profe…

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Securing Your Intuit Login [9.30.25] 1:00:27

1M ago1:00:27

1:00:27

QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your client's login. Filling in for Matthew while he is a…

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Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report Podcast 38:08

1M ago38:08

38:08

On this episode of the Woodard Report podcast, Heather and Joe speak about upcoming regulatory changes that could ease the burden on government contractors and the potential disruption of the proposed HIRE Act, which would heavily tax outsourced accounting labor. They also dive into how the profession must adapt to staffing shortages, the evolving …

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Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over 37:20

1M ago37:20

37:20

Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He al…

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Now You Know: September 2025 QuickBooks Updates 31:35

1M ago31:35

31:35

Alicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloada…

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Episode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report Podcast 35:01

1M ago35:01

35:01

On this episode of the Woodard Report podcast, Heather and Joe speak about the Supreme Court's pending decision on tariffs, how it could trigger massive refunds for businesses, and why accountants need to prepare now. They also discuss Ernst & Young's $1 billion investment in AI, exploring how automation might relieve staffing shortages while resha…

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QuickBooks Rev Share Options [9.16.25] 51:42

2M ago51:42

51:42

ProAdvisors have always been a great source of referred subscriptions, but did you know there are several avenues for Accountants to earn income depending how the services are created. We'll discuss the pros, cons, and key differences between QuickBooks revenue share models so you can confidently choose the best fit for your accounting practice. QB…

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What’s a QSP and Why Should I Care? 1:09:11

2M ago1:09:11

1:09:11

QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why t…

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Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast 40:42

2M ago40:42

40:42

On this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI …

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Customer Leads Hubba-Hubba 22:23

2M ago22:23

22:23

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that reque…

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Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast 40:56

2M ago40:56

40:56

On this episode of the Woodard Report podcast, Heather and Joe speak about the Gen Z workplace, Microsoft's research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learni…

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Closing Conversion Gaps:QuickBooks Desktop to Online with Method 57:44

2M ago57:44

57:44

Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition. Learn More about Method:https://snip.ly/Method QB Power Hour is a free, biweekly webinar serie…

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Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface 58:28

2M ago58:28

58:28

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legit…

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Episode 137 - Drawing Out Your Genius: Visual Storytelling in Accounting - The Woodard Report Podcast 32:17

2M ago32:17

32:17

On this episode of the Woodard Report podcast, Heather speaks with Lisa Rothstein about the power of visual storytelling and how even simple drawings can transform complex financial conversations. Lisa, a New Yorker cartoonist and author of Drawing Your Genius, explains her "three C's" framework—character, concepts, and context—as tools to make abs…

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August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll 1:01:57

2M ago1:01:57

1:01:57

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll a…

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Episode 136 - From IRS Shakeups to CPA Pathways: Adapting to Change in Accounting - The Woodard Report Podcast 27:33

2M ago27:33

27:33

On this episode of the Woodard Report podcast, Joe and Heather speak about the latest IRS leadership turnover and the growing shift in CPA licensure requirements, including Illinois' move from the 150-hour to the 120-hour rule. They also share insights on how AI is reshaping opportunities in the profession, discuss the value of niching for accounti…

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Moving Desktop to Online - Latest Updates [08.19.25] 1:01:25

3M ago1:01:25

1:01:25

Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike. QB Power Hour is a free, biweekly webina…

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Insecurity about Security 1:01:42

3M ago1:01:42

1:01:42

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers prac…

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Episode 135 - Crossing the Threshold: Redefining Transformation in Business - The Woodard Report Podcast 36:47

3M ago36:47

36:47

On this episode of the Woodard Report podcast, Joe speaks with Ed Kless about Threshold, the philosophy behind it, and why transformation is the next evolution for professional services. They explore the progression of economic value—from commodities to transformation—emphasizing that true change means guiding clients to become something new, not j…

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Intuit Enterprise Suite Updates | Summer 2025 1:17:50

3M ago1:17:50

1:17:50

Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dyna…

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Episode 134 - Pricing Ethics: From Airplanes to Accounting Practices - The Woodard Report Podcast 34:09

3M ago34:09

34:09

On this episode of the Woodard Report podcast, Joe speaks with Ron Baker about the ethics of pricing and how lessons from airline yield management can apply to accounting practices. They explore the "good, bad, and ugly" sides of dynamic and AI-driven pricing, the distinction between price transparency and pricing transparency, and the importance o…

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Better Security, Smarter Estimates, and Retroactive Payroll 16:44

3M ago16:44

16:44

Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. Sh…

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Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast 25:42

3M ago25:42

25:42

On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero's strategic $2.5 billion acquisition of Melio and what it signals for the future of acco…

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08.05.25 - Intuit/QB Updates and FB Group Post Q&A 1:00:49

3M ago1:00:49

1:00:49

Matthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook Group QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are ve…

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July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes: 1:00:02

3M ago1:00:02

1:00:02

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select tr…